See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,461 | $84,402+151.7% | $61,373+246.2% | $134,475+58.0% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -19.06% | 584.55%-603.6pp | 338.61%-357.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,570 | $1,544+1.6% | $1,159+35.4% | $4,740-66.9% |
| Participant deferral / active EE | $1,966 | $2,819-30.3% | $2,125-7.5% | $6,400-69.3% |
| Admin fee / account holder | $3,441 | $2,585+33.1% | $2,130+61.6% | $11,426-69.9% |